RIA Intel›Advisers›Illinois›AMERIBANC CORPORATION

AMERIBANC CORPORATION

Advisory

Data as of Jun 17, 2021 · Source: SEC Form ADV

Rank in IL

#1,618

of 1,719 advisers by AUM

Average account

$180K

across 20 accounts

AUM per adviser

$4M

1 adviser

Source: SEC Form ADV. Figures as filed Jun 17, 2021.

Total AUM

$4M

Discretionary %

100%

Clients

9

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

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WANZENBERG PARTNERS, LLC

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$4M

FORESTER CAPITAL MANAGEMENT LTD

LIBERTYVILLE, IL

$4M

-76.9% 1Y

VU FINANCIAL SERVICES, INC

$3M

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